High net-worth clients | Investment Executive https://www.investmentexecutive.com/tag/high-net-worth-clients/ Canada's news source for financial professionals Mon, 25 Aug 2025 19:58:12 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png High net-worth clients | Investment Executive https://www.investmentexecutive.com/tag/high-net-worth-clients/ 32 32 Growing U.S. wealth gap to trickle down: Moody’s https://www.investmentexecutive.com/news/research-and-markets/growing-u-s-wealth-gap-to-trickle-down-moodys/ Mon, 25 Aug 2025 19:58:11 +0000 https://www.investmentexecutive.com/?p=518314 Redistribution from poor to rich will impact corporate revenues, credit risks

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]]> Alternative investments can support a pension-style portfolio for high-net-worth clients https://www.investmentexecutive.com/building-your-business/financial-planning/alternative-investments-can-support-a-pension-style-portfolio-for-high-net-worth-clients/ Tue, 01 Jul 2025 13:17:00 +0000 https://www.investmentexecutive.com/?p=513965 But due diligence and relative weighting matter

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]]> Swiss bank in US$500-million deal with DoJ https://www.investmentexecutive.com/news/from-the-regulators/swiss-bank-in-us500-million-deal-with-doj/ Tue, 06 May 2025 13:24:33 +0000 https://www.investmentexecutive.com/?p=508987 Credit Suisse pleads guilty in connection with offshore tax evasion

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]]> Harbourfront Wealth acquires Toronto investment manager https://www.investmentexecutive.com/news/industry-news/harbourfront-wealth-acquires-toronto-investment-manager/ Mon, 28 Apr 2025 19:30:30 +0000 https://www.investmentexecutive.com/?p=508236 The Vancouver-based firm now has nearly $11B in AUA

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]]> Europe’s wealth managers set to consolidate: Fitch https://www.investmentexecutive.com/news/research-and-markets/europes-wealth-managers-set-to-consolidate-fitch/ Thu, 20 Mar 2025 17:07:12 +0000 https://www.investmentexecutive.com/?p=505014 Rising costs, revenue competition to drive search for added scale

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]]> Fund managers shake off headwinds: Fitch https://www.investmentexecutive.com/news/research-and-markets/fund-managers-shake-off-headwinds-fitch/ Thu, 14 Nov 2024 20:29:27 +0000 https://www.investmentexecutive.com/?p=496765 Firms strong enough to face down weak flows, growing margin pressure

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]]> CRA doubles number of identified global high-wealth groups over 5 years https://www.investmentexecutive.com/news/industry-news/cra-doubles-number-of-identified-global-high-wealth-groups-over-5-years/ Mon, 11 Nov 2024 20:04:35 +0000 https://www.investmentexecutive.com/?p=496452 CRA has identified more than 2,500 groups that belong to the GHW population

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]]> This isn’t your daddy’s bank run: FSB https://www.investmentexecutive.com/news/from-the-regulators/this-isnt-your-daddys-bank-run-fsb/ Thu, 24 Oct 2024 19:31:10 +0000 https://www.investmentexecutive.com/?p=495447 In early 2023, banks faced unprecedented deposit outflows, and evidence suggests social media played a role

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]]> Canadians’ net worth edged higher in Q2: StatCan https://www.investmentexecutive.com/news/research-and-markets/canadians-net-worth-edged-higher-in-q2-statcan/ Thu, 12 Sep 2024 19:15:30 +0000 https://www.investmentexecutive.com/?p=492566 Household assets top $20 trillion, as financial assets climb

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]]> Evolving seg funds catching the eye of affluent clients https://www.investmentexecutive.com/soundbites/equities/evolving-seg-funds-catching-the-eye-of-affluent-clients/ Tue, 04 Jun 2024 17:01:29 +0000 https://www.investmentexecutive.com/?p=486732 Paul Ghoche of Canada Life says innovations and a demand for safety are driving interest in segregated funds

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